Philippe Broadhead Email & Phone Number

Welwyn Garden City, GB

London, United Kingdom

Board Trustee, chair of the Investment Committee and member of the Governance Committee.

Money-Able helps build financial confidence through participative, practical training and coaching.Our service is provided to employers keen to help their staff become more intentional about their money and to create their own personal financial plan. We take a very hands-on, activity-focused approach. Putting learning into practice.

London, United Kingdom

Co-founded C Saver Ltd (Offspring) and was instrumental in developing the core proposition. Responsible for fundraising, and helped to build governance and legal systems as well as external corporate relationships

London, United Kingdom

Head of retail, wholesale and institutional investment distribution. Planning and implementing distribution and product strategies, introducing sales processes, managing the retail sales team and overseeing budgets. A very broad role that encompassed fund and private client sales to financial advisers, reorganising institutional distribution and growing.

City Of London

Responsible for initiating and building the infrastructure, proposition and sales strategies for the pensions, insurance, investment consultant and wealth management markets. I was also directly responsible for building a significant sales pipeline including pitches and beauty parades. I attracted new business in the DC, D2C, wealth management and charity.

Central London

Head of the UK sales team for UBP's asset management products including hedge fund solutions, long-only funds, absolute return strategies and segregated accounts. The team was responsible for sales and client servicing across institutional, wholesale and retail investorsThe role included promoting third party and internal funds across equity, bond and.

Head of UK Institutional Distribution and Head of Hedge Fund Distribution.Previous roles included Head of Life Company Investments, Head of Multimanager Investments.ResponsibilitiesDirect multi-asset solutions sales to UK life companies, friendly societies, charities, government agencies. Some exposure to similar organisations overseas including SWFsDirect.

Managing an account list based in central London including multimanagers, private banks and wealth managersDistributing a wide range of unit trusts, investment trusts and venture capital trustsPresenting to, and training, internal and external customers, Developing new launch strategies investment stories to niche marketsMarketing and product development.

Ba (Hons), English

Activities and Societies: Founder and President of the University Rag President of university RAG

Negotiation Skills/Complex Customers

Education record